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Financial Advisors in Florida

Ronald J Hodgkinson
Sarasota, FL
Visit Ronald J Hodgkinson

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance ... See More

Highlights: Estate Planning, Business Owners, Disability Income & Long Term Care Insurance, Investment Services, Life Insurance, Asset Allocation, Team Approach, Investment Management, Financial Planning Advice And Services, Legacy Planning, Financial Planning For Women, Index Funds, Women's Issues, Roth Conversions Made Easily., Professional Wealth Management, 401K Plans For Physicians And Professionals., Retirement Planning., Investment Consulting, Comprehensive Financial Planning, Advisory And Investment Management
Visit Nick J. Russell, CRPC®

Client service is at the center of Nick's practice. With over 13 years of experience, Nick builds his business on a method of strong values, education, and the ability to translate what his clients want onto a best-fit financial plan.

Working wit... See More

Highlights: Wealth Management, Fiduciary, Retirement Planning, Charitable Planning, Debt Management, 401K Consulting, Investment Policy Statements, Stocks, 403B Plans, Disability Income & Long Term Care Insurance, Income Tax Planning, Estate Planning, Financial Planning Advice And Services, Retirement Income Planning, Special Needs Planning, Advisory And Investment Management, IRA, Sustainability, NAPFA Member, Middle Income
Gardner Sherrill, CFP
Bradenton, FL
Visit Gardner Sherrill, CFP

We help clients pursue their retirement goals through the proper management of their financial resources.
We use a customized process we call nestegg-mba whereby we help clients to measure, balance and amplify their assets to pursue a higher sustain... See More

Highlights: Investment Management, Estate Planning, Financial Planning, MBA, Retirement Planning, Tax Planning, Comprehensive Financial Planning, Retirement Income Planning, Fiduciary, Certified Financial Planner, Wealth Management
Visit Edward A. Wacks, CPA, CFP/ Ameriprise Financial

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understan... See More

Highlights: Independent Investment Advisor, Certified Financial Planner, Family Financial Planning, Comprehensive Financial Planning, Disability Income & Long Term Care Insurance, Passive Investment Strategies, Asset Protection, Synergistic Portfolio Planning, Fiduciary, Annuities & Life Insurance, Stocks, Mutual Funds, Investment Services, Professional Wealth Management, 403B Plans, Sudden Money Institute Advisor, Pension Plan Design & Management, Charitable Planning, Corporate Bonds, Charitable Giving
Visit Douglas Finley, MS, CFP, AEP, CDFA

Are you looking for unbiased financial advice or another well-rehearsed sales pitch?

At Finley Wealth Management, a promise of objective advice is more than just words, we are compensated exclusively by the fee paid to us by you, our client. You s... See More

Highlights: Tax Management, Investment Management, Inter-generational Wealth Planning, Financial Life Planning, Retirement Planning., Legacy Planning, Socially Responsible Investments, Business Owners, 401k Rollover, Special Needs Planning, Mutual Funds, Comprehensive Financial Planning, Asset Protection, Retirement Solutions & Planning, Tax Planning, Experienced, Strategic Tax Planning, Medical Professionals, Financial Planning Association Member, Education Planning
Audrey Wehr Jones
Lake Mary, FL
Visit Audrey Wehr Jones

At Financial Life Designs, we treat our clients with courtesy and integrity. We pledge to provide realistic and honest financial advice. We will guide and constantly monitor your progress toward your goals to allow you to live your one life to the f... See More

Highlights: CFP ®, Fiduciary, 403B Plans, Retirement Planning, Charitable Planning, 401K Consulting, 401k Rollover, Comprehensive Financial Planning, Fee Only, Certified Financial Planner, Financial Planning Advice And Services, Retirement Distribution Plan, Professional Wealth Management, Family Financial Planning, Pension Plan Design & Management
MacDonald Financial
St Petersburg, FL
Visit MacDonald Financial

Wealth Management helps you succeed by working with your trusted fiduciary. For us, respect for our judgment and trust in our character is critical. And we bring a lot to the table.

Highlights: Estate Planning, Comprehensive Financial Planning, Rollover Of 401k Or IRA, ETFs, Financial Planning, Asset Protection, Annuities & Life Insurance, Business Planning, Independent Investment Advisor, Advisory And Investment Management, Financial Planning Advice And Services, Certified Financial Planner, Retirement Income Planning, College Planning, Mutual Funds, Charitable Planning, Investment Consulting, Investment Services, 401K Consulting, Retirement Distribution Plan
Forem Investments
Miami, FL
Visit Forem Investments

Forem Investments. Wealth Management Miami
We are a Wealth Management, Investments Management advisory firm targeting high net worth families and institutions. Principals combine more than 30 years of advisory experience in world renown Financial In... See More

Highlights: Retirement Income Planning, Professional Wealth Management, Investment Management, College Planning, Advisory And Investment Management, Financial Planning, Financial Planning Advice And Services, Family Office, Wealth Management, Data Aggregation
Brett Shofner
Delray Beach, FL
Visit Brett Shofner

Our services are offered to successful companies who take their qualified retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees th... See More

Highlights: 401k Rollover, 401K Consulting, 3(38) Fidcuiary Services, Retirement Planning., Fiduciary, 3(21) Fiduciary Services, 401k Plan Design, 403B Plans, AIF, 401k Employee Education, Retirement Planning Advice And Services
Jackie Goldstick
Jupiter, FL
Visit Jackie Goldstick

Jackie Goldstick is a Certied Financial Planner and the Director of Financial Planning at Core Wealth Management. Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you a... See More

Highlights: Passive Investment Strategies, Professional Wealth Management, Retirement Scenario Planning, Income Tax Planning, Young Investors, Divorce Planning, Strategic Tax Planning, 403B Plans, Investment Policy Statements, College Planning, Cash Management & Budgeting, As-Needed Financial Planning, Retirement Planning & Investing, 401K Consulting, Comprehensive Financial Planning, Investment Advisory, Hourly Financial Planning, Fee Only, Retirement Planning., Portfolio Management
Visit Kendal Capital Management

Kendal Capital Management Services: Annuities, Certificates of Deposit, Corporate Bonds, Education Savings Accounts, Exchange Traded Fund, Equities, Government Bonds, Individual Retirement Accounts, Keoghs, Life Insurance, Long Term Care Insurance, M... See More

Highlights: Stocks, Disability Income & Long Term Care Insurance, Wealth Management, International Financial Planning, IRA, Mutual Funds, Income Tax Planning, Investment Consulting, Retirement Planning, Investment Services, Passive Investment Strategies, Annuities & Life Insurance, Certified Financial Planner, Retirement Distribution Plan, Corporate Bonds, Pension Plan Design & Management, Professional Wealth Management, Debt Management, 401K Consulting, Socially Responsible Investments
Visit Fee-Only Financial Advisors, LLC

Michael Tringali, CFP, CPA/PFS

Visit Gold Coast Financial Planning

John Carrig, CFA, CFP
Reasons to contact Gold Coast: 1) Hourly-as-needed structure, allows people from all walks of life, regardless of their income levels, to receive the same type of quality, fee-only advice and professional financial planning serv... See More

KeatsConnelly
Boynton Beach, FL
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Sally Taylor, CFP, CPA/PFS, MSFP
KeatsConnelly is the largest cross-border wealth management firm in North America specializing in assisting Canadians and Americans realize their dreams of a cross-border lifestyle. Our offices are in Phoenix, Arizona... See More

Caratel Financial Services, Inc.
Fort Lauderdale, FL
Visit Caratel Financial Services, Inc.

Barry Katz, BS, CFP, MBA
Barry G. Katz, MBA, CFP(TM) is President of Caratel Financial Services, Inc. Founded by Mr. Katz in 1991, Caratel maintains a presence in South Florida (Fort Lauderdale/Plantation) and Northwest Connecticut (Litchfield/Farmi... See More

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